Abnormal Returns

JUNE 23, 2025

podcasts.apple.com) The biz Nerdwall ($NRDS) is growing its asset management footprint. citywire.com) How financial advisers charge for their services. kitces.com) The financial advice business was built with men in mind. (fa-mag.com) fa-mag.com) Are you a financial advisor?

Wealth Management

Abnormal Returns

NOVEMBER 24, 2024

theirrelevantinvestor.com) Rebalancing makes a lot of sense with an ultra-volatile asset. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) American households are pretty darn bullish. abnormalreturns.com) Have you signed up for daily e-mail newsletter?

Financial Advising

Abnormal Returns

DECEMBER 16, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking.

Wealth Management

Abnormal Returns

DECEMBER 22, 2024

awealthofcommonsense.com) Crypto Revolution be damned, Bitcoin is now just another asset class. msn.com) Fund management Global bond funds took in more than $600 billion in assets in 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Well, you should.

Financial Advising

Abnormal Returns

NOVEMBER 14, 2024

sherwood.news) Finance Is tokenization the future of asset management? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The Trump trades are already played out. sherwood.news) Stocks aren't cheap. sherwood.news) Goldman Sachs ($GS) is the perfect Trump administration stock.

Medicine

Abnormal Returns

NOVEMBER 1, 2024

October 2024 How major asset classes performed, or didn't, in October 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P 500 returned -0.91% in October 2024. covestreetcapital.com) Why mortgage rates are rising.

Financial Advising

Abnormal Returns

OCTOBER 30, 2023

Strategy There's nothing magic about asset allocation. newyorker.com) Earlier on Abnormal Returns Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? obliviousinvestor.com) Do stocks really become less risky over the long run?

Asset Allocation

Abnormal Returns

FEBRUARY 11, 2024

npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (barrons.com) Boeing's ($BA) downfall is a wakeup call. axios.com) Why academic freedoms is under attack in India.

Assets

Wealth Management

DECEMBER 27, 2023

Unlock the secrets behind successful financial advising.

Wealth Management

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mrzepczynski.blogspot.com) Strategy Why U.S.

Assets

Abnormal Returns

OCTOBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: facilitating communication. abnormalreturns.com) Celebrating our nineteenth blogiversary. Then check out our weekly e-mail newsletter.

Assets

Abnormal Returns

DECEMBER 13, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Earlier on Abnormal Returns Personal finance links: native planting. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: avoiding the table. Then check out our weekly e-mail newsletter.

Assets

Abnormal Returns

OCTOBER 31, 2023

abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Research links: (abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter.

Assets

Abnormal Returns

NOVEMBER 5, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Assets

Abnormal Returns

AUGUST 5, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: long time horizons. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: restaurant problems.

Assets

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.

Taxes

Nerd's Eye View

JUNE 17, 2024

Further, advisers can potentially reduce the number of negative reviews received by ensuring that prospect and client relationships that do not work out (e.g., when a prospect does not meet the firm’s asset minimum) are handled respectfully (e.g.,

Financial Advising

Abnormal Returns

OCTOBER 14, 2024

optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

OCTOBER 17, 2024

wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. wsj.com) India's asset management market is fiercely competitive. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Global market correlations are higher than they used to be, but aren't 1.0.

Financial Advising

Abnormal Returns

JANUARY 29, 2024

Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.

Financial Advising

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising

Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. riabiz.com) Fisher Investments is a unique asset. investmentnews.com) Why PE is still interested in financial advisory investments. pehub.com) Advisers An advisory firm is people.

Financial Advising

Abnormal Returns

JULY 15, 2024

sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. abnormalreturns.com) Adviser links: family crises. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fortunefinancialadvisors.com) What defines a group that makes high quality decisions?

Financial Advising

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. bloomberg.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder." (aei.org) Earlier on Abnormal Returns Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

SEPTEMBER 5, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Being an 'unwitting' Russian asset is apparently very lucrative. (abnormalreturns.com) Personal finance links: an essential skill. Then check out our weekly e-mail newsletter. defector.com)

Financial Advising

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. ft.com) Earlier on Abnormal Returns Adviser links: exclusivity and personalization. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Education

Abnormal Returns

MARCH 13, 2024

nytimes.com) Private equity shops are turning into one-stop alternative asset providers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Fund management Venture capital is seeing a changing of the guard as experienced VCs pull the ripcord.

Financial Advising

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation

Abnormal Returns

SEPTEMBER 27, 2024

youngmoney.co) Finance ETF assets in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Most stocks are working right now. theirrelevantinvestor.com) Some investments are an IQ test. downtownjoshbrown.com) It's easy to get distracted these days as an investor.

Financial Advising

Abnormal Returns

SEPTEMBER 1, 2024

scheplick.com) ETFs Leveraged single-stock ETF continue to attract assets and attention. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) A good reminder that even the most dominant companies, think BlackBerry ($BB), can take a turn for the worst.

Financial Advising

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (seeitmarket.com) Strategy Being right is more important than being first.

Financial Advising

Abnormal Returns

JULY 1, 2024

Markets How major asset classes performed in June 2024. blockworks.co) Earlier on Abnormal Returns Adviser links: phased retirements. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) Large caps trounced mid and small-caps in June 2024.

Financial Advising

Abnormal Returns

SEPTEMBER 25, 2023

Cash Advisers are seeing more clients interested in cash. etf.com) Higher yields are going to be a headwind for risky asset classes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume.

Financial Advising

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.

Asset Allocation